Macro Update: The Flip Side of Inflation

In the second part of our conversation, we ask the CEO of Brookfield’s Private Equity Group why the world may be underestimating the demand for power and computing capacity—and which industrial businesses are already benefiting. 

The CEO of Brookfield's Private Equity Group shares why some of the most exciting AI opportunities may be hiding in industrial businesses that still barely use Excel. 

We ask the co-founders of NOVA Infrastructure about the investment opportunities flying beneath the radar of large infrastructure investors, and the value that can be created by professionalizing smaller businesses. 

With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to discuss how markets are reacting to new CPI data, and how US ... Show More

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ... Show More

One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy.(If a formal recession is declared, will it be short-lived?)Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, ... Show More

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... Show More

<p>The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.</p> 

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.